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Laurel Wealth Planning Careers

Explore career opportunities at Laurel Wealth Planning, LLC, an established holistic wealth management firm serving clientele in Minnesota and several other states.

Job opening: Financial Planner

We are looking for a highly-dedicated Financial Planner who will partner with our Wealth Managers in serving our clients through comprehensive financial planning & investment monitoring. The Financial Planner plays a key role in providing timely, high-quality advice for our clients and helping leverage Wealth Manager time. They prepare meeting materials for both new and existing clients, including tax projections utilizing Holistiplan and cash flow projections using MoneyGuide Pro. They take the lead in working with clients and our operations team on work plan rollovers and other account transfers. This is an expert/technical position with a career track based on growing expertise and strong results (see “Growth Opportunity” below).  The individual in this position can also move toward the Wealth Manager Track if they bring a client acquisition focus. This position will report to a Senior Wealth Manager/Shareholder and will initially partner with two Wealth Managers in serving clients.

Growth Opportunity
Career Track:  Over time, based on performance and business need, this position may lead to:

  • Financial Planner II
  • Sr. Financial Planner
  • Director of Financial Planning

 Knowledge, Skills and Abilities:

  • High initiative, drive, and dedication.
  • Write clearly and informatively, presents numerical data effectively.
  • Possess ability to read and interpret financial information.
  • Working knowledge of financial and economic terminology and concepts.
  • Strong Excel, Word and Outlook skills.  Prefer experience with Tamarac, Salentica CRM, and Money Guide Pro (GPM).
  • Outstanding organizational and multi-tasking skills.
  • Highly reliable attention to detail.
  • Strong verbal/written skills.
  • Strong people skills.
  • Desire to learn and become an expert.
  • Team player.
  • Adapt well to changing work environment and manages competing demands.
  • Prioritize and plan own work activities. Work independently and in a team environment.
  • Holds Series 65 or Series 7 or is willing to obtain Series 65.

 Education/Experience:

  • 5+ years of experience in the financial planning industry.
  • Tax planning experience preferred.
  • Bachelor’s degree with GPA of 3.5 or higher from a four-year college or university in financial planning, finance, economics, business, or accounting.
  • CFP Certification in process or already obtained.
  • CPA or tax credential a plus.

Compensation

This is a full-time position that offers substantial benefits.
Base: $75,000-$90,000+, based on experience.
Bonuses: Based on team success.

Benefits

  • Individual & family health insurance benefit, contribution to HSA.
  • Company-paid disability income and life insurance.
  • 401(k) plan with immediately vested company contribution.
  • Flexibility during the workday for personal needs.
  • With strong performance, hybrid work schedule after six months.

Educational Support

  • Tuition reimbursement for approved undergraduate and graduate courses.
  • Company paid licensing and credentialing.

Due to external client contact, being up to date on COVID-19 vaccinations is required. Company will consider accommodation requests.

About Laurel Wealth Planning

For over twenty years, Laurel Wealth Planning, LLC, (LWP) has served a select group of clients in Minnesota and other states from our office in Edina, Minnesota. Our staff of nine serves 140 client groups. We are a fee-only firm with a fiduciary obligation to our clients at all times. We believe in the value of both comprehensive financial planning & proactive investment management. Laurel Wealth Planning has been growing quickly with a growth rate over 25% over the last three years. Based on these results, our goal is to triple our assets under management over the next eight years. This growth can offer our team members valuable career opportunity.

We specialize in serving women decision makers & couples. Sixty percent of our clients invest with an ESG focus (environment, social, governance).  To help support this ESG value, our office is paperless, and we support hybrid work schedules to help reduce commutes and traffic where this is a match with the role and performance.

We believe in the power of high attention to our clients – our team member to client ratio is 1:16. This supports our mission of truly knowing our clients, being proactive on their behalf, and communicating often. In serving our clients, we are guided by our values, to which we publicly commit. We receive the majority of our client referrals from attorneys and CPAs, and we believe that our reputation of living our values is an important part of their trust in us.

To apply for this position, reach out to Anne Ward, Sr. Wealth Manager & Shareholder, anne.ward@laurelwealthplanning.com

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